The scale-up of AI infrastructure is accelerating worldwide, with the U.S., Asia, and Europe each marking major moves. In America, OpenAI, Oracle, and SoftBank have unveiled five new Stargate data …
AI Infrastructure Newsletter
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The AI infrastructure race shows no sign of slowing. Ciena announced a $270 million acquisition of Nubis Communications to strengthen optical and copper interconnects for data center AI workloads.
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A new front in the U.S.-China AI race sees Alibaba and Baidu accelerating adoption of homegrown processors, easing dependence on Nvidia as U.S. export curbs and Beijing’s policy push narrow …
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AI’s infrastructure era has arrived, demanding chips, cooling, capital — and unprecedented levels of coordination. It’s shocking just how quickly the AI infrastructure ecosystem is scaling, and how much is …
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The race to scale AI capacity is moving fast across Europe, with the U.K. and Norway emerging as new hubs and U.S. chipmakers drawing fresh bets from rivals.
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Enterprises may be racing to adopt AI, but the challenges are coming into sharper focus as risks and real-world consequences surface.There are some weird, wild and very personal questions that …
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China announced a ban on Nvidia’s custom RTX Pro 6000D chips for the Chinese market, marking a turning point in the race for AI dominance: Faced with being cut off …
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If the AI boom were a theme park, Nvidia has made a second deal for fast-pass access to compute capacity — first through a $1.5 billion agreement with AI cloud …
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Talk about large-scale: Yesterday, Alphabet became the fourth company ever to reach a $3 trillion market value, joining Nvidia, Microsoft, and Apple. It’s no coincidence that so much of their …
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The pace of investment in AI infrastructure is accelerating worldwide, with billions pouring into new ventures, massive cloud agreements, and record levels of data center construction.